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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


06. May 2021 | 10:00 CET

Nel ASA, Scottie Resources, Nordex - Is the bubble bursting?

  • Gold
Photo credits: pixabay.com

It was just a matter of time. For weeks now, the Federal Reserve under its Chairman Jerome Powell has been repeating that it wants to continue its ultra-loose monetary policy until at least 2023 despite the strong recovery of the economy and rising inflation. According to Janet Yellen, higher interest rates may be necessary to prevent the economy from overheating due to President Joe Biden's massive investment programs. The result was enormous price losses, especially for growth companies. Does this signify a turning point?

time to read: 3 minutes by Stefan Feulner


Nick Mather, CEO, SolGold PLC
"[...] We knew the world was rapidly electrifying and urbanising and needing significant amounts of copper to do so. [...]" Nick Mather, CEO, SolGold PLC

Full interview

 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Nel ASA - Normalization necessary

There is no question that hydrogen technology is one of the keys to the energy transition. Billions will be pumped into green energy over the next few years by politicians and industry. Nevertheless, the valuations of most hydrogen stocks ran well ahead of the future prospects. As a result, a massive correction in stock market values has been taking place in recent weeks, which could gain further momentum. The gap between reality and vision can be clearly seen in the figures recently presented by Norwegian hydrogen specialist Nel ASA. After a hefty 50% correction, the market capitalization is currently still a proud EUR 2.75 billion.

In contrast, the Norwegians reported the figures for the first quarter of 2021, which incidentally were significantly below the forecasts. Thus, the loss per share was EUR 0.045. Analysts expected a loss of only EUR 0.012. Sales increased from EUR 12.71 million to EUR 15.72 million. Here, too, the experts expected an increase to at least EUR 19.8 million. According to the Company, the order backlog for the full year is steadily increasing. In addition, cooperation with one of the leading solar companies, First Solar, was announced. The two companies intend to expand their joint product offering to provide end customers with hydrogen with the lowest total cost of solar energy.

Chart-wise, the stock is battered after falling below the 200-day line and is ripe for another move south. The hydrogen bubble will not burst. For this to happen, there is still a lot of air to be taken out of the balloon.

Scottie Resources - Best conditions

While technology stocks are still firmly in correction mode, gold mining stocks have most of it behind them. In general, the environment, the fear of a sharp rise in inflation, the loose monetary policy and the high national debt speaks for an investment in gold mining stocks. Scottie Resources, a Canadian gold exploration Company, is in better fundamental shape than ever and is at a 50% discount compared to August of last year. The Company is drilling in the "Golden Triangle" near Summit Lake in British Columbia. The Golden Triangle is one of the most prolific mineralizing areas globally and world-renowned for its high-grade deposits. In addition to the 100% owned Scottie Mine and the Bow property located just 2 km northeast of Scottie Mine, the Company has now secured another prospective project.

AUX Resources is to be added to the portfolio through a share swap. AUX Resources also operates in the Golden Triangle and parts of its properties are directly adjacent to those of Scottie Resources. The former producing mine stands for large gold deposits with grades up to 27.6 g/t. The deal is all the more interesting because AUX Resources recently carried out a capital increase, which Scottie Resources will be able to access in the future. Thus, the new Company's cash balance should be CAD 6 million, enough to fund operations for 2021.

Already in the past two years, above-average results were achieved in all zones. For the full year 2021, drilling is expected to be significantly increased to realize the full potential of the high-grade system. Drilling is scheduled to begin in June at the Blueberry zone and expand to the Scottie Gold Mine and Domino zones later in the season. The target is 12,500m in total. Then, starting in the summer, AUX Resources' newly acquired Georgia project will be explored. Therefore, a continuous news flow at Scottie Resources should be ensured. The Canadians should have already made it onto the list of gold producers for attractive takeover targets. At the current level, it is an exciting Company to speculate on in a rising gold market. You can read a detailed interview with the CEO of Scottie Resources, Bradley Rourke, here.

Nordex - Powerfully punished

In recent weeks, the manufacturer of wind turbines has delivered order after order. As a result, the Hamburg-based company's share price rose steadily from just under EUR 19 to over EUR 29. Then the mood at the technology stock exchanges tipped. Thus Nordex is currently quoted at EUR 21.30. A broad support zone runs at the EUR 21 mark. Due to the strongly oversold situation, a countermovement towards the EUR 25 mark could start from here.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

18. June 2021 | 14:39 CET | by André Will-Laudien

Carnival, TUI, Desert Gold - A total upswing or is it all over again?

  • Gold

It is probably one of the strangest travel waves since we could remember. For months we Germans could not leave our own country's borders without great effort; the ski season in 2020/21 fell victim to the COVID pandemic almost completely. Now we experience amazingly low incidences, which probably would have come even without lockdown...but let's take that as a given because some action had to be taken as public proof of action, after all. Now travel is possible again with good conditions for the vaccinated and a bit more cumbersome for recovered, healthy and non-vaccinated. Exciting to observe: How are the travel companies doing now?

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18. June 2021 | 11:34 CET | by Stefan Feulner

Bayer, White Metal Resources, Barrick Gold - Trendsetting news

  • Gold

At Federal Reserve's meeting, runaway inflation was the topic par excellence. With US consumer prices up 5% in May, market participants assumed at least an announcement of a pullback in bond market volume. However, an interest rate hike, which would actually be necessary for price stability, is not considered before 2023, according to FED Chairman Jerome Powell. Thus, through the continued ultra-loose monetary policy, he refers to the attitude that economic growth and a rising stock market are more important than low inflation.

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16. June 2021 | 11:59 CET | by Armin Schulz

Barrick Gold, Triumph Gold, Bayer - is a golden summer coming?

  • Gold

An old stock market adage says: Sell in May and go away. In German: Sell your positions; in summer, the market will consolidate. There was a slight correction at the beginning of May, but the DAX has been climbing since then. It is currently trying to reach the 16,000 point mark. The price of gold recently traded above USD 1,900 for the first time again, which can certainly be understood as a sign that investors want to secure their money from inflation. While the US Federal Reserve emphasized that it does not want to take any countermeasures for the time being, the US Treasury Secretary Yellen recently surprised with the statement that higher interest rates would be good for the United States. It remains exciting. There is the possibility of a golden summer on the markets.

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